MVSRX Mutual Fund

NAV$17.29

Returns Overview

1 Month
-2.16%
3 Months
-0.55%
6 Months
+1.84%
YTD
+1.77%
1 Year
+10.66%
3 Years (annualized)
+8.52%
5 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVSRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+1.65%
vs Peers
+0.12%

MVSRX Mutual Fund Performance

MVSRX performance across multiple time periods: 1-month -2.16%, YTD 1.77%, 1-year 10.66%, 3-year 8.52%, 5-year 9.60%.

MVSRX returns outperform the peer average of 1.65% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

MVSRX performance comparison shows side-by-side returns with another fund. MVSRX alternatives are available in the Mutual Fund Screener.